Platform features
From collecting client documents to delivering structured outputs — intakePortal handles every step with AI automation, smart templates, and tools designed for professional service teams.
Core capabilities
These are the high-impact features that change how your firm operates.
Intake
Collect everything you need — without chasing clients.
AI Extraction
Upload files. Get structured data instantly.
Automation
Never follow up manually again.
Work Management
Stay on top of every client, every task.
Full platform
Collaboration, templates, CRM, deliverables, security, and more — built in.
Services Engine
Standardize your processes once. Scale forever.
CRM-lite
All your clients, organized and accessible.
Access & accountability
Your team, aligned and accountable.
From intake to delivery
From intake to delivery — in one place.
Operational visibility
Know exactly where your operations stand.
Make it yours
Make it work your way.
Enterprise-grade
Enterprise-grade security for client data.
Advanced / Premium
Run multiple firms or teams effortlessly.
No credit card required. Set up your workspace in under 2 minutes.